UJA’s 57th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference offers practical and current guidance on key planning topics. We’re back in person, with breakfast and lunch included.

Leading experts will discuss the latest developments and practical planning ideas in tax, estate, charitable, and fiduciary planning, including how artificial intelligence can safely and efficiently enhance how you advise clients.

Highlights include:

• New York and federal tax and estate updates
• Asset protection and international tax planning developments
• Practical guidance on the ethical use of artificial intelligence
• A special session on Jewish estate planning

Up to 9 NY CLE Credits (including one Ethics credit, one Technology credit, and one Diversity credit), 9 NY CPE Credits (in Taxation), and 9 CE Credits for CFP professionals

Credits will be given for each session attended in accordance with CLE, CPE, and CFP requirements.